See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,861 | $124,319+105.8% | $111,297+129.9% | $167,490+52.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.02% | 37.44%-19.4pp | 54.65%-36.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $6,732 | $3,435+96.0% | $2,731+146.5% | $4,837+39.2% |
| Participant deferral / active EE | $9,495 | $5,180+83.3% | $4,487+111.6% | $6,341+49.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |